Advisor at Blueprint Financial Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Blueprint Financial Advisors
Location
Charlotte, NC 28204
Credentials
ChFC®, Series 63, Series 65
Industry experience
31 years
Michael Komara is a ChFC® credentialed financial advisor with over 31 years of industry experience. He currently works at Blueprint Financial Advisors and has held roles at Solas Wealth, The Prudential Insurance Company of America, and MKD Wealth Coaches, LLC. Komara serves as treasurer and board member for Grow Holdings, an affiliate of Grow Church, where he reviews investment accounts to ensure alignment with the church's investment policy. Blueprint Financial Advisors provides portfolio management, comprehensive financial planning, and retirement plan consulting to individuals, trusts, pension and ERISA plans, foundations, and endowments. The firm employs a globally diversified investment approach combining strategic asset allocation with tactical adjustments based on proprietary trend-following and momentum signals.
Based on Blueprint Financial Advisors
Based on Blueprint Financial Advisors
One-time flat fees for financial planning and consultation services, payable within 30 days of invoice
$0 - $1,000,000: 1.75% annually $1,000,001 - $2,000,000: 1.50% annually $2,000,001+: 1.25% annually
Certain employees licensed to sell insurance products receive commissions; clients are notified in advance; no dual fees on same assets
Hourly fees for financial planning and consultation services, payable within 30 days of invoice
Retainer fees for financial planning and consultation services, billed annually, semi-annually, or quarterly
Minimum fee: $100 quarterly minimum fee for accounts under $1,000,000, may be waived or lower at discretion Fee-only: Hourly fees, one-time flat fees, retainer fees (annual, semi-annual, or quarterly) for financial planning and consultation services, fees negotiable
1100 Kenilworth Ave, Suite 210
Charlotte, NC 28204
Florida · North Carolina
Blueprint Financial Advisors
2023 - Present (3 years)
Solas Wealth
2021 - 2023 (2 years)
Wisdom Works LLC
2020 - Present (6 years)
The Prudential Insurance Company of America
2018 - 2021 (3 years)
PRUCO Securities, LLC
2018 - 2021 (3 years)
MKD Wealth Coaches, LLC
2016 - 2018 (2 years)
Wisdom Works LLC
2016 - 2020 (4 years)
MACKEY KOMARA & DANKOVICH, LLC (MKD Wealth Coaches, LLC)
2006 - 2016 (10 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
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